Spartan Planning & Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
5,456
-82
| -1% | -$23.8K | 1.35% | 17 |
|
|
2025
Q1 | $1.36M | Sell |
5,538
-189
| -3% | -$46.4K | 1.32% | 20 |
|
|
2024
Q4 | $1.37M | Buy |
+5,727
| New | +$1.37M | 1.25% | 22 |
|
|
2023
Q4 | $643K | Buy |
3,780
+2,722
| +257% | +$463K | 0.69% | 26 |
|
|
2023
Q3 | $153K | Buy |
+1,058
| New | +$153K | 0.18% | 68 |
|
|
2022
Q4 | $236K | Buy |
+1,758
| New | +$236K | 0.29% | 53 |
|